Operelio
PipedriveFreshsales

How to migrate Pipedrive to Freshsales

5 of the 5 columns in a Pipedrive export, mapped into 6 Freshsales fields under Freshsales' own names.

Download the Excel templateUse this template free

Free · 18 KB · Excel 365 or Google Sheets

Check your Pipedrive export first

Built on Pipedrive’s export columnsChecked against Freshsales’ import rulesUpdated October 3, 2026

One Pipedrive row, through the templatecopied as it ischanged on the way1explained below
  • Person - Name to First Name1first partWei
  • Person - Name to Last Name1restChen
  • Person - Email to Emaillowercasedwei.chen@kirkland.example.com
  • Person - Phone to Work Number+44 20 7946 0903
  • Person - Organization to Company NameKirkland Dental
  • Person - Label to Description2joined, with labelsPipedrive label: Hot lead

Where Pipedrive and Freshsales don’t line up

1

One Person - Name column, two name fields

Pipedrive gives the whole name in Person - Name, and Freshsales keeps First Name and Last Name apart.

The template takes the first word for First Name and the rest for Last Name.

PipedriveWei Chen
FreshsalesWei · Chen
2

One column kept in Description

This template gives Person - Label no Freshsales field of its own.

The template writes them into Description, each with its label, and leaves empty ones out.

PipedrivePerson - Label Hot lead
FreshsalesPipedrive label: Hot lead

Check your Pipedrive export before you import it

Looks for the 5 columns this template reads, and what Freshsales would skip.

Drop your Pipedrive CSV here

Runs in your browser. Nothing is uploaded, and results are counts only.

Pipedrive to Freshsales in three steps

Step 1Export from Pipedrive
  1. Open the People list view and apply a filter.
  2. Click the gear icon and choose the columns to include.
  3. Click the three dots, then Export filter results.
  4. Choose Excel or CSV, then download the file now or later from Export data.

Only global admins and users with the right permission can export, and files are kept for 28 days.

Pipedrive: Exporting data
Step 2Paste into the template
  1. Paste the export at A1 of Paste Pipedrive export here.
  2. Start here checks all 5 columns were found.
  3. Save Freshsales Contacts import as a CSV.

Works in Excel for Microsoft 365 and Google Sheets. Excel 2019 and older, Apple Numbers and LibreOffice can't run the formulas this file uses.

Just the 6 headers as a CSV

Step 3Import into Freshsales
  1. Go to Contacts in the left navigation bar and choose Import from CSV/XLSX.
  2. Choose contacts only, or accounts along with contacts, and upload the file.
  3. Check the field mapping and set the date format.
  4. Choose whether to create new records, update existing ones or both, and who owns them.
  5. Click Import Now.
Freshsales' importer, screen by screen

Operelio, with the same template

Fixes the capitals in names, formats phone numbers, removes duplicate and blank rows, which the Excel file leaves to you. On every plan. Email verification from Starter.

Use this template in Operelio

Questions

Where does Pipedrive's Person - Phone column go in Freshsales?

To Work Number on the contact.

Where does Person - Label go?

Into Description on each contact, labeled like "Pipedrive label: Hot lead".

How does the Person - Name column split?

Pipedrive's contacts export ships the full name in one Person - Name column. The template splits it into First Name and Last Name on the first space. A single-word name goes to First Name and leaves Last Name empty. Freshsales requires Last Name, so rows with single-word names will fail to import. Scan your CSV for single-word names before running and add a last name where possible.

Duplicates and undoing an import: Freshsales import questions.

Try this template free

Upload your Pipedrive export and download a file Freshsales can import. No credit card needed.

Use this template freeSee all templates